Allowing Administrators to Sort and Manage Columns in the Record Management System

With this enhancement, Administrators can now:

• Sort data in tables by clicking on the column headers
• Manage Columns by showing or hiding specific columns to customise their view.

This gives Administrators greater flexibility to customise their view and quickly access the information most relevant to them.

Note: This feature is also available to Business Users.

How to Use:

1. Navigate to the Record Management System table.
2. Click on the column header once and select from dropdown to sort by ascending or descending order.

3) Click on the “Manage Column” option.

4) A list of available columns will be displayed on the "Manage Column" pop-up window. 

Tick or untick the checkboxes to show or hide columns as desired.

5) To reorder the columns, click and drag the column names to reorder how they appear in your document list.

6) To add a new column, click on the Add Column button to create a custom column.

7) Enter the column name and choose the type of field (format). Then, click on Create.

8) Once you have selected, reordered, or added columns, click Save to apply changes.

Your document list will now display the columns according to your preferences.

If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.  

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).